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Interchange Recharged
Wood Mackenzie
321 episodes
16 hours ago

Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is Interchange Recharged.  

Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, invites visionaries, entrepreneurs, policy-makers and energy analysts to explore the newest developments in renewable technology, explain the ideas on global energy policy that could accelerate the energy transition, and identify new funding and financial models that could solve the biggest challenges we face on the way to net zero.  

Sylvia and her guests bring you data and forecasts on clean technology, climate science, and offer predictions on the build out of utility-scale projects and the future of green finance. 

What impacts do the annual UN Conference of the Parties have on decarbonisation goals and climate change? What will COP30 bring? What’s happening in global EV adoption and development? What’s the forecast for solar energy, one of the major success stories of renewable energy in the last ten years? What does the data tell us about the future of hydrogen, of nuclear, or of low-carbon power?  These are examples of the insights and detailed analyses you can expect bi-weekly on Tuesdays at 7am ET.  


If you like The Energy Transition Show, Catalyst with Shayle Kann, The Big Switch from Columbia University, Open Circuit  with Jigar Shah or The Green Blueprint, you’ll enjoy Interchange Recharged. 

 

Want to get involved with the show? Reach out to podcasts@woodmac.com to: 

Bring Sylvia and Interchange Recharged to your event 

Be a guest on the show 

Sponsor an episode 

Ask a question to Sylvia or one of our guests 

 

Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang 

Wood Mackenzie is the leading global data and analytics solutions provider for renewables, energy and natural resources. Learn more about Wood Mackenzie on the official website: https://www.woodmac.com/ 

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All content for Interchange Recharged is the property of Wood Mackenzie and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is Interchange Recharged.  

Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, invites visionaries, entrepreneurs, policy-makers and energy analysts to explore the newest developments in renewable technology, explain the ideas on global energy policy that could accelerate the energy transition, and identify new funding and financial models that could solve the biggest challenges we face on the way to net zero.  

Sylvia and her guests bring you data and forecasts on clean technology, climate science, and offer predictions on the build out of utility-scale projects and the future of green finance. 

What impacts do the annual UN Conference of the Parties have on decarbonisation goals and climate change? What will COP30 bring? What’s happening in global EV adoption and development? What’s the forecast for solar energy, one of the major success stories of renewable energy in the last ten years? What does the data tell us about the future of hydrogen, of nuclear, or of low-carbon power?  These are examples of the insights and detailed analyses you can expect bi-weekly on Tuesdays at 7am ET.  


If you like The Energy Transition Show, Catalyst with Shayle Kann, The Big Switch from Columbia University, Open Circuit  with Jigar Shah or The Green Blueprint, you’ll enjoy Interchange Recharged. 

 

Want to get involved with the show? Reach out to podcasts@woodmac.com to: 

Bring Sylvia and Interchange Recharged to your event 

Be a guest on the show 

Sponsor an episode 

Ask a question to Sylvia or one of our guests 

 

Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang 

Wood Mackenzie is the leading global data and analytics solutions provider for renewables, energy and natural resources. Learn more about Wood Mackenzie on the official website: https://www.woodmac.com/ 

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Episodes (20/321)
Interchange Recharged
The oil and gas majors are phasing down their renewable strategies. What does it mean for climate goals?
In February this year BP announced it was cutting its investment in green energy ventures from $5B to $2B while reallocating $10B to fossil fuels, and abandoning its 2030 oil output reduction target. Shell has also scrapped its planned 20% carbon reduction cut for 2030. It’s not a good display of intent from the perspective of the energy transition. In a highly volatile and uncertain policy environment it’s troubling for investors and clean energy developers. The prioritisation of short-term profit at the expense of long-term climate impact has many implications. To find out, host Sylvia Leyva Martinez is joined by private investor Ben Dell, Managing Partner at Kimmeridge. He says that while “everyone wants low-cost energy on demand with a minimal carbon footprint, every dollar invested has to be cost-competitive. Philanthropy is not an investing strategy.” What does that mean in the context of clean energy deployment? Plus, Wood Mac analyst Tom Ellacott joins the show to look at the outlook for oil and gas in light of the news from the majors. As he sees it, gas is a growth fuel for the next 20 - 30 years and the most optimal power delivery system is still renewables paired with small-scale batteries and natural gas. So why are major energy providers flip-flopping with their strategies when this is widely accepted? The key questions are: how are oil and gas majors adjusting their capital allocation between fossil fuels and renewables? What’s the role of natural gas in the transition? And how should investors navigate volatility and uncertainty in energy markets? You’ll get the answers here. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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1 week ago
41 minutes 32 seconds

Interchange Recharged
The world’s most-used carbon accounting rule is about to get a major overhaul. What does it mean for clean energy buyers?
The Greenhouse Gas Protocol – the global gold standard for measuring corporate emissions – is under review, and the proposed changes could dramatically reshape how clean energy is bought, sold, and reported. New draft rules are expected by the end of the year. What changes could we see? And how will they impact the energy transition? To find out, Sylvia Leyva Martinez, principal analyst at Wood Mackenzie covering solar markets, speaks with Lee Taylor, CEO of Resurety – a leading provider of data and analytics for clean energy buyers. Lee has spent over a decade helping companies understand not just how to procure renewables, but how to do so with real carbon impact. Together, they explore what’s changing in Scope 2 emissions accounting, why location and timing of energy use now matter more than ever, and how voluntary clean power markets might evolve. They break down complex concepts like emissionality, 24/7 procurement, and consequential accounting – and what these mean for corporate net-zero strategies, PPA structures, and the future of Renewable Energy Certificates. If your business buys clean electricity or reports against Scope 2, this is essential listening. Plus, Taylor shares his advice for buyers and developers navigating the shifting landscape, and explains why the next six months will be key in shaping rules that will define voluntary climate leadership in the coming years. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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3 weeks ago
34 minutes 36 seconds

Interchange Recharged
It’s turbulent times for the wind sector in the US, but the outlook is better across the pond. What can the US learn from Europe?
Nearly 150 days into President Trump’s second term, the outlook for wind energy in the United States - particularly offshore wind - is increasingly bleak. Trump had pledged to end offshore wind development, and now the House Ways and Means Committee is proposing a phase-out of tax credits for renewables by 2031 - a move that would severely impact an already struggling wind sector (over on our sister podcast Energy Gang, we discuss the bill and what it means for renewables – check out that episode once you’re finished here). Only three offshore wind projects have come online in US waters, with 4 GW currently under construction. In 2024, total wind installations reached a ten-year low at just 5.2 GW. By contrast, Europe has surged ahead, having built 35 GW of offshore wind capacity - ten times the US total – emphasising the stark differences in policy and financing frameworks. Still, there are glimmers of hope: President Trump recently lifted a stop-work order on a $5 billion offshore wind farm off the coast of New York, following lobbying from Governor Kathy Hochul. The project, led by Norwegian company Equinor, is expected to power 500,000 homes by 2027. However, with developer confidence sinking, experts warn that the stop-start nature of US policy continues to undermine long-term momentum in the sector.  To forecast the next few years for wind in the US, host Sylvia Leyva Martinez – principal analyst at Wood Mackenzie – is joined by analyst Stephen Maldonado. They explore the policy and technology that’s holding back deployment of offshore wind in the US. Plus, looking across the Atlantic to Europe, Sylvia talks to WindEurope CEO Giles Dickson, about the financing frameworks for wind in Europe. Sylvia, Stephen and Giles talk through the lessons for developers and financers: with uncertainty around tax credits and shifting policies, there may be a shift in resources to more advanced projects, putting early-stage ones on hold. Repowering old wind turbines is an option too; Giles explains how. And making use of domestic supply chain strengths is key – compared to solar, wind has more domestic supply chain support. Follow the show wherever you’re listening to it now, and tell us what you think, we’re on X and Bluesky @interchangeshow See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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1 month ago
41 minutes 49 seconds

Interchange Recharged
$8 billion in clean energy projects were cancelled this year. Can the US clean energy market survive tariff uncertainty?
The US is risking ceding global market share of clean energy to China, permanently. New tariffs, put in place one day then removed the next. Rising costs for everything along the supply chain. The US clean energy sector is navigating one of its most unpredictable phases yet. From solar to storage, how are developers and policymakers reacting to renewed trade tensions and their impact on the energy transition?  “This isn’t just about clean energy deployment. It’s about whether the US will have a seat at the table in the future global energy economy,” says Leslie Abrahams, Deputy Director of the Energy Security and Climate Change Program at CSIS – the Center for Strategic & International Studies. She joins host Sylvia Leyva Martinez, a principal analyst covering global energy markets at Wood Mackenzie, to find out what the outlook is for US energy innovation. Escalating tariff policy is shaking investor confidence, altering supply chains, and putting the power firmly with China. Plus, in the second half of the show, Sylvia gets the developer perspective, from Joao Barreto, who is CEO of EDP Renewables’ distributed generation business in North America. He explains how one of the world’s largest clean energy developers is mitigating risk, adjusting their strategy, and building trust with manufacturers and offtakers amid unprecedented uncertainty. Sylvia, Leslie and Joao discuss:Why US$8 billion in clean energy projects were cancelled in Q1 2025, and what that signals to the marketHow US tariffs on Chinese batteries are backfiring on domestic manufacturingThe challenge of accelerating R&D while shutting out foreign investmentHow storage and solar developers are hedging their betsWhether the US risks ceding global market share to China permanently Power Play was developed by ExxonMobil to shine a light on the accomplishments of remarkable women and the men who uphold the importance of empowering others in the LNG and decarbonization industries. Nominations for the seventh annual Power Play Awards are now open, with four categories available: The Rising Star, The Pioneer, The Ambassador, and The Low Carbon Accelerator. Nominate a deserving candidate today! Nominations close May 30th. Find out more. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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1 month ago
43 minutes 59 seconds

Interchange Recharged
What’s the biggest mistake clean energy developers make when chasing tax equity? | Sponsored content from Foss and Company
Tax equity plays a significant role in clean energy finance, but are developers using it effectively, or are they stumbling over complexities and recent changes?  Sylvia Leyva Martinez is joined by Bryen Alperin, Partner and Managing Director at Foss and Company, a leading firm in renewable energy investment, to debate it.  They explore how tax credits and incentives are reshaping clean energy's financial framework. Tax structures have changed significantly in the past few years, and there’s new changes happening every day.  Bryen talks about the challenges developers face, including policy changes under the Trump administration, and how these could affect project economics.  It’s everything you need to know about how to make tax structures work for you.  This episode is brought to you by Foss & Company—a leader in tax equity investing. At the forefront of clean energy finance, Foss helps developers and investors unlock capital for solar and energy storage projects across the U.S. If you're navigating the tax credit landscape or looking to maximize project returns, partner with the experts. Visit fossandco.comto learn more.  Foss & Company—investing in tomorrow, today.  https://fossandco.com/contact-us/ "Power Play was developed by ExxonMobil to shine a light on the accomplishments of remarkable women and the men who uphold the importance of empowering others in the LNG and decarbonization industries. Nominations for the seventh annual Power Play Awards are now open, with four categories available: The Rising Star, The Pioneer, The Ambassador, and The Low Carbon Accelerator. Nominate a deserving candidate today! Nominations close May 30th. Find out more." See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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2 months ago
30 minutes 40 seconds

Interchange Recharged
An energy podcast crossover: Energy Gang and Interchange Recharged join forces to discuss flexibility on the power grid: why it is so important, and how to create it
They called the film Avengers: Infinity War the most ambitious crossover event in history. We can’t quite make the same claim, but at Wood Mackenzie’s 2025 Solar and Energy Storage Summit, we did record a crossover episode. Sylvia Leyva Martinez, Wood Mackenz’s principal analyst for solar power and host of Interchange Recharged, is joined by Ed Crooks, host of Energy Gang, to discuss the future of energy, and of the electricity grid in particular. They are joined by Rob Chapman, Senior Vice President of Energy Delivery and Customer Solutions at the non-profit research group EPRI, the Electric Power Research Institute, which aims to help power society toward a reliable, affordable, and resilient energy future.  Rob talks about a key theme in his work: the importance of flexibility on the electricity grid. Increased reliance on solar and wind power has created challenges in keeping the grid balanced and the lights on. Surging demand for electricity for new data centres to train and run AI models is giving rise to a whole new set of issues. More flexible demand and supply on the grid is increasingly valuable. But where can it come from? Data centres don’t usually offer a lot of flexibility in their operations. People want to use ChatGPT and watch Netflix even at night and when the wind is low. So what can the hyperscalers do to create flexibility? Are virtual power plants an effective option? And how can the energy industry improve collaboration to find solutions that promote the clean energy transition while keeping prices down? You can find Energy Gang wherever you get your podcasts, and follow Interchange Recharged with Sylvia Leyva Martinez for deep dives into the innovations that are accelerating the energy transition. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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2 months ago
39 minutes 29 seconds

Interchange Recharged
In uncertain times, is a greater reliance on battery storage what’s needed? And how can developers better prepare for it? | Recorded live at Wood Mackenzie’s Solar & Energy Storage Summit
Wood Mackenzie’s 18th Solar and Energy Storage summit is back, in Denver this week. If you can’t make it, don’t worry – we have all the debate and key insight you need to know here on the podcast. Recorded live on day 2 of the summit, host Sylvia Leyva Martinez talks to key industry leaders in solar and storage to answer these questions: What’s best practice for battery asset management? To answer this Sylvia is joined by Jenny Fink, Director of Asset Management at KeyCapture Energy. They discuss the need to synchronise market operations, analytics and site management. What’s the biggest challenge involved in maintaining safe and efficient battery operations?  How can developers and investors deal with market volatility? Petter Skantze is VP of Infrastructure Development at Nextera Energy. He talks to Sylvia about challenging load demands; stakes are higher now as project delays are a block to economic growth. Compared to legacy fossil fuels, solar and storage development lead times are many times faster – so why aren’t we seeing accelerated deployment? Finally, Sylvia talks with Jeff Cramer about the benefits of community solar. Jeff is President and CEO of the Coalition for Community Solar Access, and he explains how community solar has grown from a niche offering to a key benefit to consumers. New York and California are leading the charge with programs that incentivise community solar with distributed energy sources.  This episode is brought to you by Foss & Company - a leader in tax equity investing. At the forefront of clean energy finance, Foss helps developers and investors unlock capital for solar and energy storage projects across the U.S. If you're navigating the tax credit landscape or looking to maximize project returns, partner with the experts. Visit fossandco.com to learn more. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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2 months ago
36 minutes 44 seconds

Interchange Recharged
Solar and energy storage experts debate the current market: what have we seen in the first quarter of 2025?
Wood Mackenzie’s 18th Solar and Energy Storage summit is back, in Denver this week. If you can’t make it, don’t worry – we have all the debate and key insight you need to know here on the podcast. Recorded live on day 1 of the summit, host Sylvia Leyva Martinez talks to four industry leaders in solar and storage to answer these questions: Can the U.S. solar industry keep up with demand amid trade wars and policy chaos? Discussing this is David Carroll, ENGIE’s Chief Renewables Officer. He warns that policy uncertainty and tariff whiplash are stalling U.S. solar investment. Sylvia and David look at sodium-ion batteries; are they a safer option? Plus, more domestic energy storage is needed amid growing calls for stable tax credit policy to meet growing electricity demand. A must-hear for developers navigating today’s volatile energy landscape. What about VPPS? Can they scale fast enough to provide a real alternative? Answering this is Sarah Noll, She shares insights on regulatory challenges, customer trust, and tech adoption, showing how the Arizona Public Service is turning grid flexibility into a real growth strategy. Are storage operators leaving millions on the table because they don’t understand their own batteries? That’s the big question Shyam Srinivasan, CEO of Zitara, answers with Sylvia. He reveals how poor software integration is holding back storage performance. As storage scales rapidly, Shyam stresses the need for better diagnostics and real-time decision tools to optimise revenue, reliability, and resilience - especially in merchant markets. Finally, Samantha Frisk from Pivot energy sits down with Sylvia to look at models for community solar development. Sam explains how early engagement, local benefits like agrivoltaics, and trusted partnerships can turn sceptical communities into solar advocates - proving clean energy can uplift as well as decarbonise. This episode is brought to you by Foss & Company - a leader in tax equity investing. At the forefront of clean energy finance, Foss helps developers and investors unlock capital for solar and energy storage projects across the U.S. If you're navigating the tax credit landscape or looking to maximize project returns, partner with the experts. Visit fossandco.com to learn more. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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2 months ago
50 minutes 4 seconds

Interchange Recharged
It’s uncertain times in solar and storage. How can we use smarter grid optimisation to give developers some assurance? | Recorded live at SESS 2025
Over the past couple of years unprecedented low prices for solar panels have spurred incredible growth. But there’s a big shift underway.  In this special episode of the show, recorded live from the stage at Wood Mackenzie’s Solar & Energy Storage Summit 2025, host Sylvia Leyva Martinez, Principal Analyst at Wood Mackenzie, sits down with Ben Sigrin, Senior Product Manager at GridBeyond, to make sense of the turbulent market.  With nearly 44 gigawatts of new solar expected this year, developers are under pressure to make faster, smarter decisions. GridBeyond helps solar and storage players optimise in real time, turning market volatility into opportunity. How do they do it? Are there other ways for off takers to get some certainty? Smart site selection is one of them, but what informs those decisions? Plus, hear the lessons from global solar markets that developers are bringing to the US.   See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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2 months ago
28 minutes 27 seconds

Interchange Recharged
Are current legal frameworks too restrictive for CCUS projects? What permitting and tax credit reform needs to happen to make things easier?
“If you don't think in 15 years that we're going to value decarbonisation, or if you're worried about the 45Q, it's pretty tough to write that multi-billion dollar cheque,” says Peter Findlay, Director of CCUS Economics at Wood Mackenzie. In this week’s Interchange Recharged, Peter sits down again with host Sylvia Leyva Martinez to look at the challenges for new CCUS projects. It’s tough, as Peter says, because of the regulatory frameworks, financial mechanisms and incentives that currently exist in the US.  To look at these and go deep on the legal barriers for CCUS deployment, Peter and Sylvia are also joined by Liz McGinley, partner at Bracewell Law Firm. Liz leads the firm’s tax practice and the energy transition team, and is renowned for her expertise in carbon capture and IRA tax credits.  Liz discusses the intricate details of tax credits and regulatory updates while Peter reflects on the financial challenges of decarbonisation projects. In this episode:What will future legislative shifts mean for the industry’s growth? How might regulatory shifts under the Trump administration impact clean energy and CCUS projects, including potential changes to clean hydrogen, fuels, and power regulations?How do the costs and complexities of pre-combustion and post-combustion CCUS projects differ, and how are financial incentives structured for each? For more detailed analyis, check out the Lens reports from Wood Mac. Lens is a data analytics platform with sector-specific insights to help you power your Business Intelligence tools. Find it at woodmac.com/lens See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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3 months ago
46 minutes 38 seconds

Interchange Recharged
Uncertainty isn’t good for domestic solar manufacturing. How are suppliers and utilities managing it?
The US is projected to add an additional 26 GW of solar capacity in 2025. Solar has been one of the energy transition’s biggest success stories, but there are dark clouds gathering. Uncertainty is the biggest barrier to deployment at the moment: there’s potential changes coming with federal tax credits and trade policies (some of which are already having an impact), and the perceived risks are high for investors of solar projects.  To find out how developers and manufacturers are mitigating these risks, Sylvia Leyva Martinez, principal analyst covering solar markets at Wood Mackenzie, is joined by Mike Hall, CEO of Anza Renewables. Mike talks through the data he’s analysing; Anza is seeing supply chains diversify and financial incentives like the ITC Adder helping developers.   Despite efforts to bolster domestic manufacturing, China continues to dominate the global solar market. What are the impacts of Trump’s tariffs on domestic manufacturing? With a quarter of the year already gone, what have we seen in solar investment? How can long-term planning be done when so much is up in the air? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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3 months ago
21 minutes 47 seconds

Interchange Recharged
Is the world giving up on green hydrogen? | Hydrogen energy is having an identity crisis but who’s to blame?
In 2025, the US will consolidate its position as a blue-focused hydrogen market, driven by policy developments under a second Trump administration. A surge in blue hydrogen investment – with at least three large-scale blue hydrogen projects reaching FID – will see the US emerge as the world's leading blue hydrogen producer. So what about the much-hyped green hydrogen? Has the industry given up on it?  To find out, host Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, is joined by hydrogen analyst Bridget Van Dorsten. Bridget explains why, despite massive project announcements, only a fraction of hydrogen projects have actually moved forward. What are the biggest roadblocks to deployment? Already in 2025 we’re seeing financing hurdles, off-take uncertainty, and the challenges of scaling both green and blue hydrogen. To unpack the financial hurdles, Carl Cho - Director of Clean Energy Finance at Citibank – also joins the show. He breaks down the "hype cycle" surrounding hydrogen and why investors are hesitant to commit to long-term deals.  Plus, Bridget and Carl look at the economics of hydrogen production, the learning curve of building large-scale infrastructure, and whether small, localised projects could be a better approach. They also debate economies of scale vs. economies of production and how hydrogen might fit into the future of energy. Sylvia thinks it could be better suited to a localised role in microgrids, industrial hubs, but what about data center energy demands?    For more on this, check out the Lens Hydrogen report from Wood Mac. Lens is a data analytics platform with sector-specific insights to help you power your Business Intelligence tools. Find it at woodmac.com/lens Follow the podcast wherever your listening so you don’t miss our next episode – out every second Tuesday from 7am ET. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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4 months ago
32 minutes 21 seconds

Interchange Recharged
The US needs nuclear energy now, more than ever | Are permitting and regulations set up for rapid deployment?
Former President Biden's final days in office involved signing an US$840 million energy contract with Constellation - a statement of intent for the US’s largest nuclear supplier. Since then, what’s changed with nuclear policy?  To find out, host Sylvia Leyva Martinez – a principal analyst at Wood Mackenzie – welcomes Maria Korsnick, President and CEO of the Nuclear Energy Institute to the show.   Maria says that despite uncertainties, there's no reason large reactors couldn't achieve costs as low as US$60 to US$80 per megawatt-hour. Utilities are eyeing an additional 100GW of nuclear power by 2050 – driven in large part by demand from data centers and the tech giants. So how is the industry going to meet this demand? New technology? More permitting reform? More investment?  Join us as Maria reveals the industry's strategic momentum and the pivotal role nuclear plays in providing round-the-clock, highly reliable and cleaner energy. Engagement with both state and tech sectors could shift nuclear from perceived outsider to mainstream option.  Expect in-depth analysis on how the US is positioning itself to meet skyrocketing energy demands, especially from the ever-expanding tech sector. Follow the show wherever you get podcasts, and we’ll be back in two weeks time, Tuesday at 7am. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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4 months ago
40 minutes 12 seconds

Interchange Recharged
What needs to happen to strengthen climate resilience in the US? | Balancing climate mitigation with adaptation is getting harder and harder
The fires in Los Angeles of January 2025 were devastating. They were also made about 35% more likely due to climate change. This is true all over the world; a recent study authored by Research Fellow Pierre Masselot at the London School of Hygiene and Tropical Medicine found that rising temperatures could kill an extra 2.3 million people in Europe by the end of the century. Sylvia Leyva Martinez, principal analyst at Wood Mackenzie and host of Interchange Recharged, talks to Pierre at the start of the show about the study, and the implications of a rapidly heating environment for US energy.  Those implications were made clear in January – and it emphasised the need for increased climate resilience: it’s a dynamic process rather than a static outcome and involves both mitigation (reducing emissions) and adaptation (adjusting to the impacts already in motion). In short, communities and economies need more robust frameworks to deal with climate change. Nuin-Tara Key is Executive Director of Programs at California Forward. California Forward builds strategies for businesses and governments in the region to improve climate resilience. How do they do it? How can climate resilience be strengthened in uncertain economic and political times? How can we balance mitigation with adaptation? Sylvia and Nuin-Tara talk it through. Join the conversation with us - we’re on most social platforms at @interchangeshow. We’d love to get your feedback. If you haven’t heard it already, check out our sister podcast Energy Gang. We had Kate Gordon, CEO at California Forward, on a special episode recorded at New York Climate Week, which explored many of the themes we talked about today and plenty more.’ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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5 months ago
42 minutes 33 seconds

Interchange Recharged
Meeting energy demand requires long-term solutions. What do they look like?
Meeting energy demand requires long-term solutions | How a major US utility plans for sustainable growth.
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5 months ago
40 minutes 5 seconds

Interchange Recharged
The energy analysts' view on what’s ahead in 2025
The trends, challenges and breakthroughs. Clean energy in 2025 will face challenges from rising electricity demand, inflation-driven costs, and political pressures. How can these challenges be solved? And what else lies ahead this year? To find out, host Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, sits down with fellow analysts Chris Seiple (Vice Chairman of Wood Mackenzie’s Power & Renewables group) and Jonny Sultoon (Head of Markets & Transitions, Energy Transition Practice at Wood Mac).  It’s not all doom and gloom - the good news is the continued growth of solar; it’s leading carbon-free power additions despite a global slowdown in renewables. Will this trend continue? Plus, a look at what could change with utility tariffs, and advancements in energy technology. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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6 months ago
51 minutes 35 seconds

Interchange Recharged
Is US solar growth truly unstoppable?
In conversation with Abigail Hopper  Policy changes which will impact US solar – both manufacturing and demand - are on the horizon. To discuss the current state of the solar industry in the wake of the US election, the implications of the Inflation Reduction Act (IRA), potential changes to tax credits, and the impact of tariffs and energy demand on the industry, Sylvia Leyva Martinez is joined by Abigail Hopper, president and CEO of the Solar Energy Industries Association.  What policy change will we see with a new administration next year? Things are a bit uncertain, which isn’t ideal for developers or investors, so there’s a need for strategic planning. Abby and Sylvia discuss the evolving priorities in the renewable energy sector, in particular the need to focus industry leaders on business certainty and energy security. How can more certainty be injected into the market? How does community engagement come into it, and what about the interconnection challenge that looms large over the energy transition? All this and more on the last Interchange: Recharged of the year.    Subscribe to the Interchange Recharged so you don’t miss an episode. Find us on X – we’re @interchangeshow. The Interchange Recharged is brought to you by Anza Renewables. Are you wasting valuable time tracking down solar module information that quickly goes stale? Anza’s revolutionary platform can help with up-to-date pricing, technical, risk, and domestic content data from 110 solar modules. Compare products in minutes and redirect your time to higher value work. Find out more at go.anzarenewables.com/woodmac. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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6 months ago
34 minutes 20 seconds

Interchange Recharged
What does a second Trump term mean for US solar?
How could repealing the IRA affect solar?
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7 months ago
32 minutes 50 seconds

Interchange Recharged
Can CCUS help achieve net zero?
The future of carbon capture With global emissions on the rise, the pressure to decarbonise is driving interest in CCUS (carbon capture, utilisations and storage) … but is CCUS a viable path to net zero, a temporary solution or a high-cost gamble that may simply just perpetuate the use of fossil fuels?   Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, sits down to talk with fellow Wood Mackenzie team members, Mhairidh Evans, VP, head of CCUS research and co-head of carbon management and Peter Findlay, director of CCUS economics, about the complex nuances of CCUS.   The trio discusses policy support differences between North America and Europe, the impact of government incentives like the U.S. 45Q tax credit, and the need for community buy-in for infrastructure projects. They also explore potential pathways for CCUS growth, address obstacles and opportunities for technology advancement and speculate on whether a consistent global carbon price could be a game-changer.   With insights into real-world CCUS projects and the market conditions influencing investment, the conversation highlights the factors that could determine CCUS’s role in the energy transition.   ———————————————————   Subscribe to the Interchange Recharged so you don’t miss an episode on Apple Podcasts or Spotify. Find us on X – we’re @interchangeshow.   The Interchange Recharged is brought to you by Anza Renewables. Are you wasting valuable time tracking down solar module information that quickly goes stale? Anza’s revolutionary platform can help with up-to-date pricing, technical, risk, and domestic content data from 110 solar modules. Compare products in minutes and redirect your time to higher value work. Find out more at go.anzarenewables.com/woodmac See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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7 months ago
41 minutes 1 second

Interchange Recharged
How can we ease stress on the grid?
Strategic solar for a stronger grid The solar industry is at a turning point, shifting from niche investments to a cornerstone of America’s clean energy future. With renewable energy investment soaring and energy needs intensifying, solar's role has never been more crucial. Sylvia Martinez, Principal Analyst at Wood Mackenzie, and David Banmiller sit down with Gregg Felton, CEO of Altus Power, to explore how commercial and community solar are driving the U.S. toward its decarbonisation goals. Gregg shares his journey from investment management to leading a renewable energy powerhouse, detailing how solar has evolved into a viable asset class due to falling costs and rising electricity prices. The pair discuss Altus Power’s strategy of building solar arrays near consumption hubs to ease grid stress and meet rising energy demand. Gregg emphasises the role of state support, partnerships, and incentives in driving growth, as well as the need for stakeholder education for broader solar adoption. ——————————————————— Subscribe to the Interchange Recharged so you don’t miss an episode on Apple Podcasts or Spotify. Find us on X – we’re @interchangeshow. The Interchange Recharged is brought to you by Anza Renewables. Are you wasting valuable time tracking down solar module information that quickly goes stale? Anza’s revolutionary platform can help with up-to-date pricing, technical, risk, and domestic content data from 110 solar modules. Compare products in minutes and redirect your time to higher value work. Find out more at go.anzarenewables.com/woodmac. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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8 months ago
44 minutes 20 seconds

Interchange Recharged

Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is Interchange Recharged.  

Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, invites visionaries, entrepreneurs, policy-makers and energy analysts to explore the newest developments in renewable technology, explain the ideas on global energy policy that could accelerate the energy transition, and identify new funding and financial models that could solve the biggest challenges we face on the way to net zero.  

Sylvia and her guests bring you data and forecasts on clean technology, climate science, and offer predictions on the build out of utility-scale projects and the future of green finance. 

What impacts do the annual UN Conference of the Parties have on decarbonisation goals and climate change? What will COP30 bring? What’s happening in global EV adoption and development? What’s the forecast for solar energy, one of the major success stories of renewable energy in the last ten years? What does the data tell us about the future of hydrogen, of nuclear, or of low-carbon power?  These are examples of the insights and detailed analyses you can expect bi-weekly on Tuesdays at 7am ET.  


If you like The Energy Transition Show, Catalyst with Shayle Kann, The Big Switch from Columbia University, Open Circuit  with Jigar Shah or The Green Blueprint, you’ll enjoy Interchange Recharged. 

 

Want to get involved with the show? Reach out to podcasts@woodmac.com to: 

Bring Sylvia and Interchange Recharged to your event 

Be a guest on the show 

Sponsor an episode 

Ask a question to Sylvia or one of our guests 

 

Check out another leading clean tech global podcast by Wood Mackenzie, Energy Gang, at woodmac.com/podcasts/the-energy-gang 

Wood Mackenzie is the leading global data and analytics solutions provider for renewables, energy and natural resources. Learn more about Wood Mackenzie on the official website: https://www.woodmac.com/